About This Course

In this course we will expand the topic of automating monthly, quarterly, and yearly financial reporting processes to achieve the ultimate goal of “one-click reporting”. We have discussed in PART I on how to set up financial reports in EXCEL based on system-exported reports or data, and how to transcribe them into formal financial reports. We will dwell on the topic of integrating EXCEL with WORD and PowerPoint. 

As well, we will learn advanced EXCEL skills of building interactive dashboards with clickable buttons for detail drill-down. We will culminate by introducing 2 crucial elements in financial report modeling: Parameterizing and Proofing. This course will serve as a review for accounting and finance professionals who need to sharpen their EXCEL skills in automating monthly/quarterly/yearly financial reporting.

Prerequisites:

  • Automating Financial Reporting In Excel Part One: One-Click Reporting, or knowledge of EXCEL formulas (such as VLOOKUP, MATCH, INDEX), Pivot Table, and basic VBA coding

Learning Objectives:

  • Synchronize financials from EXCEL to WORD and PowerPoint
  • Set up Parameters and Proofs in financial report modeling
  • Build interactive dashboard with clickable buttons for detail drill-down

Our Promise to You

By the end of this course, you will have learned about self-service reporting.

30 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today and learn more about the financial reporting in Excel.

Course Curriculum

Section 1 - Introduction
Introduction: Self-Service Reporting 00:00:00
Warming-up: Review of One-Click Reporting 00:00:00
Section 2 - Basic
TEXT() Formula 00:00:00
TEXT() Sample 00:00:00
CONCATENATE() Formula 00:00:00
CONCATENATE() Sample 00:00:00
CHAR() Formula 00:00:00
CHAR() Sample 00:00:00
IFERROR() Sample 00:00:00
IFERROR() Formula 00:00:00
OFFSET() Sample 00:00:00
OFFSET() Formula 00:00:00
Number Formatting Sample 00:00:00
Number Formatting Formula 00:00:00
Conditional Formatting Sample 00:00:00
Conditional Formatting Formula 00:00:00
Picture Lookup Formula 00:00:00
Picture Lookup Sample 00:00:00
Section 3 - Intermediate
Financial Modeling Essentials Part One 00:00:00
Financial Modeling Essentials Part Two 00:00:00
Financial Modeling Essentials Part Three 00:00:00
Section 4 - Advanced
Self-Service Reporting Formula 00:00:00
Self-Service Reporting Sample 00:00:00
Pivot Tables And Pivot Charts Formula 00:00:00
Pivot Tables And Pivot Charts Sample 00:00:00
Slicers And Timelines Formula 00:00:00
Slicers And Timeline Sample Part One 00:00:00
Slicers And Timeline Sample Part Two 00:00:00
Dashboard Cards Formula 00:00:00
Dashboard Cards Sample Part One 00:00:00
Dashboard Cards Sample Part Two 00:00:00
Dashboard Cards Sample Part Three 00:00:00
Dashboard Cards Sample Part Four 00:00:00
Automated Narratives Formula 00:00:00
Automated Narrative Sample Part One 00:00:00
Automated Narrative Sample Par Two 00:00:00
Section 5 - Summary
Summary Of Self-Service Reporting 00:00:00
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